Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,423
shares
|
$438,319
0.04% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,420
shares
|
$438,022
0.05% of portfolio
|
Q3 2024
Added 62.68%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$437,229
0.07% of portfolio
|
Q1 2024
Added 3.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
4,375
shares
|
$433,562
0.09% of portfolio
|
Q3 2024
Added 45.83%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$431,481
0.31% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,320
shares
|
$428,112
0.03% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
4,314
shares
|
$427,517
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
4,304
shares
|
$426,526
0.11% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,261
shares
|
$422,265
0.13% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$420,877
0.04% of portfolio
|
Q2 2023
Reduced 22.03%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,247
shares
|
$420,877
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,225
shares
|
$418,697
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
4,222
shares
|
$418,400
0.11% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
4,222
shares
|
$418,400
0.15% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,205
shares
|
$416,715
0.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,200
shares
|
$416,220
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,190
shares
|
$415,229
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,150
shares
|
$411,265
0.15% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
4,150
shares
|
$411,265
0.06% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
4,130
shares
|
$409,283
0.34% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,123
shares
|
$408,589
0.04% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,097
shares
|
$406,012
0.04% of portfolio
|
Q3 2024
Reduced 25.6%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,096
shares
|
$405,913
0.06% of portfolio
|
Q2 2024
Added 9.31%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,083
shares
|
$404,625
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,069
shares
|
$403,237
0.02% of portfolio
|
Q3 2024
Reduced 0.73%
|